Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Portfolio Holdings

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $4.37 Billion
  • Q2 2025

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.37 Billion distributed in 984 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Momentum Fact with a value of $248M, Vanguard Sht Trm Inflt Prot Fd with a value of $205M, Vanguard Sht Term Corp Bd ETF with a value of $179M, Ishares Msci Usa Quality Facto with a value of $174M, and Nvidia Corp with a value of $174M.

Examining the 13F form we can see an increase of $522M in the current position value, from $3.85B to 4.37B.

Below you can find more details about Empirical Financial Services, LLC D.B.A. Empirical Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $4.37 Billion
ETFs: $2.85 Billion
Technology: $635 Million
Financial Services: $177 Million
Communication Services: $146 Million
Industrials: $130 Million
Consumer Cyclical: $125 Million
Consumer Defensive: $116 Million
Healthcare: $92.8 Million
Other: $91.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$61.2B
$2.42 Million 0.06% of portfolio
82,185
Q2 2025 Added 8.98%
$94.4B
$2.65 Million 0.06% of portfolio
9,622
Q2 2025 Added 8.19%
$246B
$2.7 Million 0.06% of portfolio
9,898
Q2 2025 Added 13.28%
$220B
$2.16 Million 0.05% of portfolio
17,557
Q2 2025 Added 449.17%
$213B
$2.33 Million 0.05% of portfolio
29,494
Q2 2025 Reduced 14.02%
$350B
$2.22 Million 0.05% of portfolio
16,260
Q2 2025 Added 21.69%
$78B
$2.28 Million 0.05% of portfolio
39,075
Q2 2025 Added 4.26%
$138B
$2.26 Million 0.05% of portfolio
4,452
Q2 2025 Added 7.3%
$41.4B
$2.35 Million 0.05% of portfolio
22,077
Q2 2025 Added 29.67%
$319B
$2.37 Million 0.05% of portfolio
29,610
Q2 2025 Added 2.77%
$183B
$2.26 Million 0.05% of portfolio
24,266
Q2 2025 Added 12.51%
$151B
$2.25 Million 0.05% of portfolio
10,153
Q2 2025 Added 5.32%
$210B
$2.06 Million 0.05% of portfolio
5,071
Q2 2025 Reduced 5.39%
$138B
$2.38 Million 0.05% of portfolio
10,356
Q2 2025 Added 8.93%
$170B
$2.15 Million 0.05% of portfolio
49,658
Q2 2025 Added 28.59%
$197B
$2.37 Million 0.05% of portfolio
410
Q2 2025 Added 23.12%
$89.1B
$1.76 Million 0.04% of portfolio
7,951
Q2 2025 Added 8.53%
$111B
$1.77 Million 0.04% of portfolio
19,719
Q2 2025 Added 6.04%
$44.4B
$1.9 Million 0.04% of portfolio
27,900
Q2 2025 Added 11.64%
$55B
$1.72 Million 0.04% of portfolio
7,067
Q2 2025 Added 14.08%
$186B
$1.71 Million 0.04% of portfolio
20,063
Q2 2025 Added 5.56%
$65.1B
$1.54 Million 0.04% of portfolio
16,906
Q2 2025 Reduced 12.82%
$38.7B
$1.74 Million 0.04% of portfolio
35,359
Q2 2025 Added 18.14%
$61.3B
$1.66 Million 0.04% of portfolio
6,191
Q2 2025 Reduced 5.91%
$40B
$1.8 Million 0.04% of portfolio
22,139
Q2 2025 Added 8.99%
$154B
$1.76 Million 0.04% of portfolio
3,245
Q2 2025 Added 12.4%
$182B
$1.8 Million 0.04% of portfolio
2,290
Q2 2025 Added 9.2%
$44.9B
$1.92 Million 0.04% of portfolio
24,516
Q2 2025 Reduced 0.88%
$10.5B
$1.91 Million 0.04% of portfolio
219,880
Q2 2025 Reduced 12.38%
$90.8B
$1.65 Million 0.04% of portfolio
5,655
Q2 2025 Added 3.97%
$85.9B
$1.62 Million 0.04% of portfolio
4,730
Q2 2025 Added 16.99%
$92.5B
$1.79 Million 0.04% of portfolio
8,205
Q2 2025 Added 14.96%
$200B
$1.92 Million 0.04% of portfolio
15,460
Q2 2025 Added 4.71%
$76.2B
$1.93 Million 0.04% of portfolio
30,762
Q2 2025 Added 12.8%
$28.2B
$1.71 Million 0.04% of portfolio
7,841
Q2 2025 Reduced 28.06%
$43.2B
$1.94 Million 0.04% of portfolio
21,678
Q2 2025 Added 13.31%
$28.2B
$1.1 Million 0.03% of portfolio
10,420
Q2 2025 Reduced 29.96%
$33.1B
$1.27 Million 0.03% of portfolio
13,344
Q2 2025 Added 58.56%
$13B
$1.47 Million 0.03% of portfolio
36,726
Q2 2025 Added 0.8%
$4.51B
$1.12 Million 0.03% of portfolio
4,037
Q2 2025 Added 17.59%
$674M
$1.35 Million 0.03% of portfolio
47,232
Q2 2025 Added 23.08%
$7.69B
$1.5 Million 0.03% of portfolio
15,348
Q2 2025 Added 9.4%
$84.2B
$1.35 Million 0.03% of portfolio
19,071
Q2 2025 Reduced 5.09%
$167B
$1.33 Million 0.03% of portfolio
19,195
Q2 2025 Reduced 2.96%
$15.9B
$1.13 Million 0.03% of portfolio
3,596
Q2 2025 Reduced 34.13%
$3.39B
$1.19 Million 0.03% of portfolio
25,083
Q2 2025 Added 8.62%
$92.2B
$1.33 Million 0.03% of portfolio
2,655
Q2 2025 Added 13.32%
$130B
$1.23 Million 0.03% of portfolio
4,621
Q2 2025 Added 10.29%
$73B
$1.51 Million 0.03% of portfolio
3,602
Q2 2025 Added 0.95%

Summary

  • Portfolio
  • No. of Stocks 984
  • Current Value $4.37 Billion
  • Prior Value $3.85 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 86 stocks
  • Additional Purchases 361 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 202 stocks
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